CG: Our 2021 Consumer Goods “Shopping” Basket
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 19 January 2021
⏱️ 45 minutes
🧾️ Download transcript
Summary
Join The Motley Fool’s Asit Sharma and Host Emily Flippen as they put their top five consumer goods companies for 2021 and beyond in their “shopping basket” and personal portfolios.
Stocks: Sleep Number (SNBR), Grocery Outlet (GO), Beyond Meat (BYND), Peloton (PTON), Dollar General (DG)
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
| 0:20.4 | And we're talking energy. And today we're talking tech. |
| 0:23.0 | Let's dive in. |
| 0:25.0 | Welcome to Industry Focus. |
| 0:29.0 | Today is Tuesday January 19th and I'm your host Emily Flippin. |
| 0:33.2 | Today I am joined again by Osset Sharma |
| 0:36.2 | as we look to build out our 2021 |
| 0:39.2 | Consumer Goods stock basket. |
| 0:41.6 | Osset, thanks for joining. |
| 0:43.3 | Emily, thanks for having me. |
| 0:44.8 | I am really, really excited to be building a basket |
| 0:48.1 | of stocks with you today. |
| 0:49.8 | Yeah, I actually got this idea because as I was looking over my personal portfolio I realized I own an embarrassingly few number of true consumer goods companies |
| 1:00.4 | despite having covered the industry for coming up on a year now. |
| 1:04.0 | So I thought we could take a steal a lesson, I should say, from the Jason Moser Playbook |
| 1:10.0 | and actually put together a basket of our five highest conviction consumer goods businesses. |
| 1:16.3 | I plan on buying shares of all of them and I think when you're talking pre-Show, |
| 1:20.3 | you also plan on buying shares of all of them, at least for the ones that you don't already own |
| 1:24.8 | So it'll be fun to check back in on these businesses next year and many years into the future |
| 1:30.4 | Yeah, you know Emily the one thing that we have to do, today we'll do the heavy lifting, |
... |
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